+59.0%
IGHG vs VOO
+438.5%
-379.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | -0.1% |
| 7D | +0.5% | -0.9% | +1.4% | +0.6% |
| 30D | 0.0% | -2.3% | +2.4% | +0.4% |
| 3M | +0.8% | -1.2% | +1.9% | +0.9% |
| 6M | +1.4% | +3.3% | -1.9% | +0.7% |
| YTD | +3.0% | +12.3% | -9.3% | +0.7% |
| 1Y | +3.6% | +12.5% | -8.8% | +1.2% |
| 3Y | +21.5% | +79.2% | -57.7% | +8.1% |
| 5Y | +30.7% | +75.7% | -44.9% | +16.0% |
| 10Y | +55.0% | +313.7% | -258.7% | +17.9% |
| All | +59.0% | +438.5% | -379.5% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling